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Retirement plan advisory services

Designing plans to attract and retain talent

As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.

Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.

RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.

Related insights

Retirement Report: Fourth Quarter 2020

INSIGHT ARTICLE

Retirement Report: Fourth Quarter 2020

In this issue, we discuss financial wellness and the benefits to your workforce.

  • October 29, 2020
IRS releases 2021 retirement plan limitations

TAX ALERT

IRS releases 2021 retirement plan limitations

Many limitations, including the 401(k) elective deferral limit for employee contributions, remain unchanged from 2020 levels.

  • Anne Bushman, Bill O’Malley
  • |
  • October 28, 2020
Retirement Report: Third Quarter 2020

INSIGHT ARTICLE

Retirement Report: Third Quarter 2020

In this issue, we discuss four red flags that the IRS and the Department of Labor look for on Form 5500 filings.

  • August 27, 2020
DOL issues registration regulations for Pooled Employer Plans (PEPs)

TAX ALERT

DOL issues registration regulations for Pooled Employer Plans (PEPs)

The U.S. Department of Labor has issued necessary regulations for service providers that want to offer PEP arrangements to their clients.

  • Bill O’Malley
  • |
  • August 21, 2020
DOL issues interim rule on lifetime income disclosure

TAX ALERT

DOL issues interim rule on lifetime income disclosure

The DOL’s lifetime income disclosure rule will increase costs and information required for benefit statements in defined contribution plans.

  • Joni Andrioff
  • |
  • August 19, 2020
IRS issues rollover rules for qualified plan loan offset amounts

TAX ALERT

IRS issues rollover rules for qualified plan loan offset amounts

These proposed regulations apply to the extension of time to rollover participant loans provided by the Tax Cuts and Jobs Act (TCJA).

  • Bill O’Malley
  • |
  • August 18, 2020
Frequently asked questions about stock options and tax implications

INSIGHT ARTICLE

Frequently asked questions about stock options and tax implications

These Frequently Asked Questions will help you understand the stock options you have been granted and their tax consequences.

  • Anne Bushman, Katie Beaver
  • |
  • August 03, 2020
DOL issues Fiduciary Rules on Plan Investments

TAX ALERT

DOL issues Fiduciary Rules on Plan Investments

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

  • Joni Andrioff
  • |
  • July 08, 2020
IRS has granted COVID-19 relief regarding safe harbor 401(k) plans

TAX ALERT

IRS has granted COVID-19 relief regarding safe harbor 401(k) plans

Due to the COVID-19 pandemic and economic crisis, the IRS will permit employers to adopt midyear amendments to plan contribution formulas.

  • Bill O’Malley
  • |
  • June 30, 2020
IRS gives more individuals more time to roll over RMDs

TAX ALERT

IRS gives more individuals more time to roll over RMDs

Notice 2020-51 affords welcome additional flexibility for individuals to deal with required minimum distributions they took in 2020.

  • Charlie Ratner, Rebecca Warren
  • |
  • June 26, 2020